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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,464 | $97,648-21.7% | $121,663-37.2% | $87,485-12.6% |
| Participation rate | 83.5% | 70.5%+13.1pp | 74.5%+9.1pp | 68.9%+14.6pp |
| Annual return | 12.60% | 18.03%-5.4pp | 147.54%-134.9pp | 26.06%-13.5pp |
| Employer contribution / active EE | $964 | $2,300-58.1% | $3,020-68.1% | $2,596-62.9% |
| Participant deferral / active EE | $4,266 | $3,923+8.7% | $4,887-12.7% | $4,274-0.2% |
| Admin fee / account holder | $10,454 | $11,100-5.8% | $14,289-26.8% | $7,775+34.5% |